Western Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767902 GOLDEN, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,155,665

+$2,420,910 QoQ

Shares Held

64,631

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#967

of 5,048 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names. JPM ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	64,631	$21,155,665
2	BAC	Bank Of America Corp /De/	95,913	$5,465,121
3	C	Citigroup Inc	12,279	$1,718,568
4	BNY	Bank of New York Mellon Corp	11,750	$1,699,167
5	WFC	Wells Fargo & Company/Mn	15,120	$1,249,516
6	RY	Royal Bank Of Canada	2,051	$424,495
7	TD	Toronto Dominion Bank	3,156	$383,233

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,155,665	64,631	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$18,734,755	63,689	+49.1%	Shares	Sole	2026-05-19
2025-12-31	$13,767,816	42,728	+8.2%	Shares	Sole	2026-02-05
2025-09-30	$12,450,652	39,472	+2.4%	Shares	Sole	2025-11-06
2025-06-30	$11,171,681	38,535	+6.2%	Shares	Sole	2025-08-11
2025-03-31	$8,898,993	36,278	+3.1%	Shares	Sole	2025-04-23
2024-12-31	$8,433,716	35,183	-32.2%	Shares	Sole	2025-04-16
2024-09-30	$10,949,327	51,927	+56.9%	Shares	Sole	2024-11-12
2024-06-30	$6,692,378	33,088	+4.7%	Shares	Sole	2024-07-19
2024-03-31	$6,331,082	31,608	-37.9%	Shares	Sole	2024-05-03
2023-12-31	$8,663,363	50,931	+1.5%	Shares	Sole	2024-01-31
2023-09-30	$7,279,278	50,195	+7.1%	Shares	Sole	2023-11-08
2023-06-30	$6,816,627	46,869	+3.8%	Shares	Sole	2023-08-30
2023-03-31	$5,883,757	45,152	+4.0%	Shares	Sole	2023-08-30
2022-12-31	$5,822,353	43,418	-34.6%	Shares	Sole	2023-02-03
2022-09-30	$6,939,009	66,402	+14.9%	Shares	Sole	2022-11-07
2022-06-30	$6,505,704	57,772	-16.2%	Shares	Sole	2022-07-18
2022-03-31	$9,401,990	68,970	+121.4%	Shares	Sole	2022-05-10
2021-12-31	$4,933,869	31,158	-9.1%	Shares	Sole	2022-02-14
2021-06-30	$5,333,466	34,290	+40.5%	Shares	Sole	2021-08-09
2021-03-31	$3,715,020	24,404	+6.5%	Shares	Sole	2021-05-14
2020-12-31	$2,912,952	22,924	-7.4%	Shares	Sole	2021-02-10
2020-09-30	$2,383,741	24,761	+2.4%	Shares	Sole	2020-10-27
2020-06-30	$2,274,841	24,185	+3.9%	Shares	Sole	2020-07-20
2020-03-31	$2,096,438	23,286	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.